Pre-Sales Executive

Role Overview

We are seeking a Pre-Sales Executive to manage the initial phase of our sales cycle. This position involves handling new leads by qualifying them, arranging meetings, conducting follow-ups, and generating proposals. Note, this role does not include conducting client meetings directly.

Key Responsibilities

• Contacting and qualifying leads, categorizing them as Hot, Warm, or Cold.
• Maintaining detailed notes and scheduling next actions for each lead.
• Promptly reaching out to new leads upon receipt.
• Fixing appointments for meetings.
• Consistently following up with prospective clients.
• Preparing proposals for potential projects.
• Managing data and records within the CRM system.
• Coordinating internally with relevant teams.

Performance Metrics

Success in this role is measured by the number of meetings generated.

Candidate Profile

• Excellent verbal communication skills in both Hindi and English.
• Confidence in phone conversations with homeowners.
• Strong organizational skills and adeptness in managing data.
• Ability to handle multiple leads at once without losing focus.
• Understanding the critical nature of timely and consistent follow-ups.
• Comfortable using Google Sheets, Excel, CRM software, or similar platforms for data management.
• Willingness and ability to learn industry-specific terminology related to residential interiors.
• Proactive approach, taking initiative without constant supervision.